About
With over 30 years of experience in private banking, wealth management, commercial lending and financial planning, Jeff has a wide breadth of knowledge in all areas of financial services. A Certified Financial Planner™ practitioner since 1998, Jeff is focused on providing sound advice and insight to new and existing clients. His passion for providing custom financial solutions has allowed him to build deep client relationships for over three decades.
Jeff earned his Bachelor of Arts degree in International Relations from Denison University in Granville, Ohio. He is very involved in the Treasure Valley community, volunteering his time with a number of organizations close to his heart.
Areas of Expertise
- Financial Planning
- Medical Practitioners
- Physicians
- Business Owners
- Custom Lending Solutions
Community Involvement
- Idaho Shakespeare Festival–Treasurer, Executive Committee, Finance Committee Chair
- Big Brothers Big Sisters of Southwest Idaho–Treasurer, Finance Committee Chair
- Junior Achievement of Idaho–Treasurer
- St. Luke’s Children’s Hospital–Advisory Board Member
